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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,817 | $101,063-93.3% | $81,473-91.6% | $147,586-95.4% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $800 | $3,206-75.1% | $2,568-68.9% | $4,876-83.6% |
| Participant deferral / active EE | $4,965 | $4,242+17.0% | $3,537+40.4% | $5,439-8.7% |
| Admin fee / account holder | $5 | $5,812-99.9% | $4,561-99.9% | $10,886-100.0% |